JB
Jon Buckley
Director Of Tax And Financial Planning at Centerpoint Wealth Management,
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Work Experience
Director Of Tax And Financial Planning
Nov 2016 - Present · 8 years and 1 months
Sep 2014 - Nov 2016 · 2 years and 2 months
Tax Manager
Aug 2016 - Nov 2016 · 3 months
Tax Senior Consultant
Sep 2014 - Aug 2016 · 1 years and 11 months
Company Details
2-10 Employees
CenterPoint Wealth Management is an independent boutique wealth management firm and family office. Formed in 2001, CenterPoint serves high net worth families and business owners with investment strategy, asset management, estate planning, income tax planning, comprehensive financial planning and other family office related services.
Website
Year Founded
2001
Social Media
LinkedinTwitter
Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
56 N. Main St.
Zionsville, Indiana 46077, US
Keywords
wealth managementwealth management servicesaccounting servicesinsurance consultingfamily office servicesplanning and preparationcash flow analysisplanning and administrationestate tax planninginvestment strategy development
Contact Details
- Email AddressJ**@centerpointwm.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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